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Fitch Ratings placed the BBB-minus rating of Puerto Rico's general obligation bonds on rating watch negative, citing in part concerns about market access.
November 18 -
With stocks increasingly expensive and bond returns paltry -- what’s an advisor to do?
November 15 -
Advisors face two key questions: How much exposure to have, and whether to shorten durations to gird for a rate increase.
November 14 -
Firms should reach out to clients early to pre-empt potential downturn in their portfolios, FINRA said.
November 12 -
Municipal managers and strategists, still reeling from Detroit's bankruptcy, the surge in Puerto Rico yields, and a mid-year sell-off that was the worst in a quarter century, are getting their portfolios ready for the next expected hurdle as 2014 approaches another spike in interest rates.
November 8 -
Bill Gross no longer runs the worlds largest mutual fund.
November 4 -
Investor demand improved, despite the continuation of outflows from municipal bond mutual funds for a 23rd consecutive week, at $503 million for the week of Oct. 30.
November 4 -
Pimco, the bond manager that started expanding into stocks four years ago, hired Virginie Maisonneuve from Schroders to lead the push after Neel Kashkari left in January.
October 31 -
The agency's chief administrative law judge has dismissed a commission order instituting cease and desist proceedings against two UBS executives in Puerto Rico for allegedly misleading mutual fund investors.
October 31 -
U.S. government bonds are acting more like equities than any time since before the credit crisis, makingTreasuries a hidden risk to investors becalmed by the prospect of the Federal Reserve prolonging stimulus into 2014.
October 28 -
Nearly all advisors include international equities in portfolio construction so why would we exclude the even larger asset class of international bonds?
October 25 -
The SEC is conducting nationwide, "limited scope examinations" of certain mutual funds that invest in Puerto Rico securities, according to a document obtained by The Bond Buyer and knowledgeable sources.
October 25 -
Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.
October 20 -
A bond ladder can mitigate interest rate risk, but individual bonds require in-depth research. The diversification of a fund tempers credit risk, but be wary of extended duration.
October 19 -
But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.
October 18 -
Rolling redemptions offer reinvestment opportunities in longer-term, presumably higher-yielding bonds.
October 17 -
Three big industry names are joining forces to form a new wealth management firm, Lebenthal Wealth Advisors.
October 16 -
High income can only come with high risk, a lesson investors learned painfully in 2008. Here’s a better way to think about fixed income.
October 11 -
Bill Gross, who has been telling investors to favor short-term Treasuries, is following through on his own advice as longer-maturity bonds suffer their biggest losses in four years.
October 10 -
Municipal analysts and strategists are looking in the health care and housing industries and at credits with intermediate maturities for potential bargains that may be created by irrational fears over the government shutdown and the debt ceiling.
October 8









